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iShares iBonds Dec 2030 Term Corporate ETF

314 hedge funds and large institutions have $2.12B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 194 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

471% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 34

436% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 11

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

32% more capital invested

Capital invested by funds: $1.6B → $2.12B (+$514M)

17% more funds holding

Funds holding: 268314 (+46)

3.06% more ownership

Funds ownership: 75.79%78.85% (+3.1%)

Holders
314
Holders Change
+46
Holders Change %
+17.16%
% of All Funds
3.82%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.16%
New
59
Increased
194
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$180M +$57.3M +2,591,744 +47%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$137M +$51.6M +2,332,189 +60%
ACA
3
Aptus Capital Advisors
Alabama
$131M +$6.81M +307,755 +5%
CIA
4
Capital Investment Advisors
Georgia
$86.4M +$5.08M +229,566 +6%
Morgan Stanley
5
Morgan Stanley
New York
$78.8M +$14.7M +663,076 +23%
Raymond James Financial
6
Raymond James Financial
Florida
$78.3M +$24M +1,084,298 +44%
Wells Fargo
7
Wells Fargo
California
$66.9M +$4.1M +185,638 +7%
CAI
8
Capital Advisors Inc
Oklahoma
$66.8M +$1.84M +83,039 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$51.7M +$5.77M +260,987 +13%
HighTower Advisors
10
HighTower Advisors
Illinois
$50.6M +$3.23M +146,128 +7%
UBS Group
11
UBS Group
Switzerland
$41.3M +$10.5M +474,845 +34%
HPC
12
HM Payson & Co
Maine
$36.5M +$34.9M +1,580,200 +2,173%
SIC
13
Sigma Investment Counselors
Michigan
$35.8M -$212K -9,579 -0.6%
SF
14
Summit Financial
New Jersey
$34.8M +$488K +22,072 +1%
KA
15
Klingman & Associates
New York
$34.6M +$2.96M +133,773 +9%
GWA
16
Gratus Wealth Advisors
Virginia
$32.7M +$32.8M +1,482,987 New
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$32.6M +$10.9M +491,085 +50%
KCM
18
Kathmere Capital Management
Pennsylvania
$30.4M +$30.4M +1,376,104 New
NA
19
NewEdge Advisors
Louisiana
$25M +$4.1M +185,274 +20%
AWM
20
Apollon Wealth Management
South Carolina
$24.9M +$1.54M +69,510 +7%
US Bancorp
21
US Bancorp
Minnesota
$24.7M +$438K +19,818 +2%
RW
22
RVW Wealth
California
$24.6M +$24.6M +1,113,152 New
Stifel Financial
23
Stifel Financial
Missouri
$21.1M +$1.81M +81,765 +9%
WIC
24
Woodmont Investment Counsel
Tennessee
$21.1M +$3.5M +158,362 +20%
ACM
25
Advisors Capital Management
New Jersey
$20.9M +$1.15M +52,083 +6%